Strategic and organisational consulting for banks

ECOFIN advises banks and other financial intermediaries in the fields of investment consulting and trading. ECOFIN understands the activities of these business areas as being first and foremost data-processing procedures, in the context of which the assets of banks and their clients are structured and optimized.

This leads to various consulting topics, in particular:

• The development of scenarios relating to the growth of the investment business
• Concepts and business strategies in investment consulting
• Designing the value creation chains and processes in the investment industry, in consulting and trade
• Support in determining the design of products and price structures
• ALM support for financial intermediaries and their clients
• Assessment of IT solutions (databases, data warehouses, optimization processes etc.)
• Training and professional development in the field of modern portfolio theory

ECOFIN’s clients are banks, insurance companies, stock exchanges, clearing houses, data vendors, hedge funds and supervisory bodies in Switzerland and abroad.